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Toolset

Portfolio:
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.

Watchlist:
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts

Funds Basket:
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.

Julian Fosh

Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.

Manager profile

Julian Fosh joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross. Julian has worked with Anthony to develop the Liontrust Economic Advantage process. Awards for the funds that Julian co-manages with Anthony Cross include Liontrust being named the Best Smaller Companies Group at the Professional Adviser Awards in 2009 and the Liontrust Special Situations Fund being named as the Best UK Growth fund at the Investment Week Fund Manager of the Year Awards in 2011 and 2012. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund, a top quartile performing UK equities portfolio. Before this, Julian headed up the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds. In his eight years at Scottish Friendly, six of Julian’s nine funds were in the top quartile of their respective sectors. In a career going back to 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1994 from Merton College Oxford with an MA in Jurisprudence.

Julian Fosh is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 10.5 years

+14.4%

Cumulative performance (% growth)

1 year

3 years

5 years

7 years

10 years

Julian Fosh

4.1

44.6

110.1

122.4

206.5

Peer Group Composite

2.4

41.5

74.9

57.4

96.6

Over / Under

1.7

3.1

35.2

65.0

109.9

Total return for Julian Fosh

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Rolling Alpha Quartile: Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against
all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.

Quartile 1

Quartile 2

Quartile 3

Quartile 4

3-39m

15-51m

27-63m

39-75m

51-87m

Discrete calendar year performance : Julian Fosh

Discrete performance

0-12m

12-24m

24-36m

36-48m

48-60m

60-72m

72-84m

84-96m

96-108m

108-120m

Julian Fosh

4.1

18.5

17.2

12.3

27.8

46.3

-27.1

-7.9

17.4

27.4

Peer Group Composite

2.4

20.9

14.3

1.0

21.4

47.2

-37.8

-8.0

11.3

22.0

Over / Under

1.7

-2.4

2.9

11.3

6.4

-0.9

10.7

0.1

6.1

5.4

Performance vs peer group composite: Julian Fosh

How a manager matches up against his peers gives you some idea of how talented he is.
Very few managers perform equally well in rising and falling markets,
so knowing which type of market a manager is capable of performing well within is also important.